..."I would like to see from the so called experts on here which companies are better positioned than auz and so much upside that also have an agreement with one of the largest companies in the world"...
Not many
...it's all in the timing, and AUZ has the right resource at the right time...some PPL believe that the transition to EV's and Battery Storage will happen a lot quicker than what most analysts out there like to predict, but a lot also don't and they thnk it will take a lot longer...so, most investors are more conservative and have their money parked elsewhere so they can sleep better at night, however I think it would be a big mistake ignoring the fact that dozend's Battery Giga Factories are being built/ expanded around the world, right now, and many more are in pre-approval phases...the demand for what we have is growing...anyone doubting this needs to look at all the big $delas that have been done in the past 6 months n this sector, prepare a spreadsheet of all the new EV's thet Car Manufatures have announced they will be available to be purchased in the next 4 years alone, then do another spreadsheet with all info you can find on how many kWh's are plannned to be produced with all the (known) new Giga Factories, both operational and planned for the next 4 years, collate data of how much of each mineral is needed to produce 1kWh of Battery Storage..this DD is a must if one want's to be a seriouss invester in this sector, but this basic form of DD realy applies to any investment before commiting any significant funds, so once you have spent a couple of weeks doing some DD and did all the work then your spreadsheet should give you some confidence/ guidence of probability of where this is heading.
The wildcard for AUZ at the moment is the Scandium and if we can secure a buyer than that will add a large % to our MC value. AUZ is in a very favorable position in this regard...the main goal for EV transportation/mass adoption is driving range, so besides improving the battery chemistries the Car Manufacturers are working on decreasing the weight of the vehicles while at the same time trying not to compromise on the strength of the shell, scandium is one of those very real solutions but due to a current low production/high cost of Sc it's still prohibitive for mass integration into the supply chain, considering AUZ has a big Sc resource and we are not solely depandant on getting full market price for our Sc deposit to make our SCONI project viable...BB is in a very good position to attract the right partner by supplying say the 1st 5 years at very attractive terms and in return get a cash injection to go towards the project development from the partner. With CLQ already having done a deal with Chinalco to investigate the viability of incorporating Sc into the Global Transport Industry, I'm very confident that other big players in this sector will not wait too long b4 aking a move.
All the talk of the SK deal being binding/not binding is hilarious... if samples are not as per min specs - the deal is off...if BFS does not come up with required numbers - the deal is off...if AUZ doesn't get finance by a certain date - the deal is off ...etc, etc...I think everyone can/should understand this...that's why we are not a A$1billion MC but A$300mil
All IMO
AUZ - Not just one world-class deposit, but a very high probability of three separate world-class deposits...very interesting year coming up.
(20min delay)